Personal Financial Advisor Jobs in Osprey, FL
Wealth Advisor - Sarasota & Manatee Markets
- Bank of Tampa
- Sarasota, FL (10 miles from Osprey, FL)
- 1 day ago
- Sarasota, FL (10 miles from Osprey, FL)
- 1 day ago
Certified Financial Planner (CFP) Certification Series 7 licensing Series 66 licensing Working knowledge of Trust/Estate Planning Knowledge of Codes of Conduct, securities laws and regulations Local...
In Person- US Bank
- Sarasota, FL (10 miles from Osprey, FL)
- 4 days ago
- Sarasota, FL (10 miles from Osprey, FL)
- 4 days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
In PersonDemographic Data for Osprey, FL
Moving to Osprey, FL? Find some basic demographic data about Osprey, FL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Osprey, FL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Osprey, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Estate Planning
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Accruals
- Wealth Management
- BSA
- OFAC
- Investment Banking
- Retirement Planning
- Anti-Money Laundering
- Client Relationships
- Lending
- Investment Management
- Portfolio Management
- Mortgage Processing
- Financial Modeling
- Financial Planning
- Risk Analysis
- Financial Services
- Asset Management
- Due Diligence
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Reporting
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Sales
- Research Skills
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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